Adding filters to a dynamic widget
Filtering is a huge part of what makes dynamic widgets so flexible.
By default, a widget will consider data for all of its line. In many cases, you will want to instead filter out only data that matches specific search parameters.
For example, you may wish to:
Count new connections for specific supplier
Sum estimated profit for opportunities in a won state
Average the case ratings for a specific user
Filters are added in the configuration section underneath the other configuration properties.
Multiple search rules can be added. Opening the dropdown menu will show a list of columns from the source report. These are the columns that can be filtered on. Please note that some columns will not be available for selection
Selecting a column will cause two other fields to show - one for the search operator, and one for the value.
The default operator is equal - this lets you enter exact values for the filtered column. In many cases, this will be sufficient.
If required, you can add more search rules. You can also choose whether you want to use an AND or OR operator i.e. do you want to see lines that meet any condition, or only those that meet all conditions.
There are many use cases for this. For example:
O2 or EE connections
Supplier equal O2 OR Supplier equal EE
Core O2 connections
Supplier equal O2 AND Core Product equal Yes
For more complex requirements, you can use groups. This is required when you want to use a mix of AND and OR operators. For example:
Core O2 or EE connections
Core Product equal Yes AND
Supplier equal O2 OR Supplier equal EE
The widget breakdown 🔍 will also reflect only filtered lines.
If you are unsure of what format particular column data takes, the breakdown can be a great way to check.
Persisting the widget configuration
Once you've set up your configuration, you can apply it to a widget group or assign it to another user.